Create Your First Template
Guidance on creating your first template.
Once you have registered and logged in to our site, you will be presented with our Get Started menu, highlighting the steps to creating, testing, and customizing your first template with us.
Get Started Wizard
Expand the Create a Template step and click Create a Template.
Create a Template
Provide a name for the Template.
Name Template
Next, it's time to add a column. Click Add a Column.
Add Columns
Fill in the required information.
Provide Column info
  1. 1.
    Internal key - This is an identifier for the column that can be called upon by hooks and initializations for coding purposes. This will be lower case, and any spaces will be replaced by an underscore.
  2. 2.
    Column Label - This is the name that will appear on top of the column. Type it as you wish it presented (capitalized etc...)
  3. 3.
    Column Type - This is the type of data that will be in the column.
    • String - This is used for any type of data that includes numbers and characters, such as names, addresses, etc.
    • Integer - This is used for numerical data, expressed as a whole number.
    • Float -
    • Boolean - This is used for true and false information.
    • Email - This is a custom validation we have created that ensures email addresses follow the proper format.
    • Structured Data - Otherwise known as a drop-down. In other words, specific responses beyond yes or no, true or false parameters.
    • URL - This is used to enforce that a URL is formatted correctly.
    • Date - This is for date entries, and enforces a uniform date format.
    • Date Time - This is for date and time entries, and enforces a uniform date format.
    • Time - This is for time entries, and enforces a uniform time format.
  4. 4.
    Required - Check this box to mark the column as required.
The Column is added. Click 'Got it!'
Column Added
Click Add a Column and repeat as necessary until you have all your desired columns.
Add Columns
Once columns have been added, we can move on to the next step.
All Columns Added
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